Insurance holding company American Financial Group (NYSE: AFG) will be announcing earnings results this Tuesday afternoon. Here’s what to look for.
American Financial Group missed analysts’ revenue expectations by 4.5% last quarter, reporting revenues of $1.81 billion, up 3% year on year. It was a disappointing quarter for the company, with a significant miss of analysts’ revenue estimates and a significant miss of analysts’ net premiums earned estimates.
Is American Financial Group a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting American Financial Group’s revenue to decline 3% year on year to $2.17 billion, a reversal from the 10.9% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $2.51 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. American Financial Group has missed Wall Street’s revenue estimates five times over the last two years.
Looking at American Financial Group’s peers in the property & casualty insurance segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Stewart Information Services delivered year-on-year revenue growth of 19.1%, beating analysts’ expectations by 30.8%, and Skyward Specialty Insurance reported revenues up 27.1%, topping estimates by 14.3%. Stewart Information Services traded down 4.1% following the results while Skyward Specialty Insurance was up 1.4%.
Read our full analysis of Stewart Information Services’s results here and Skyward Specialty Insurance’s results here.
Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the property & casualty insurance stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.9% on average over the last month. American Financial Group is down 10.9% during the same time and is heading into earnings with an average analyst price target of $137.40 (compared to the current share price of $131.68).
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